These are Release Notes for SalesTrip Engine Version 2.34, this release communicates the major new features/user stories/product improvements and defect fixes. This release upgraded features and bug will help the client to use few of the amazing features of SalesTrip - Trip and Expense Management.
- Salestrip Expense Totals component was simply adding the expenses total in the currency set as local (e.g. GBP) and just displaying the same value in other currency (e.g. USD) without currency conversion. User will get a feature of SALESTRIP EXPENSE TOTALS – DYNAMIC where Salestrip engine will take care of multi-currency transactions and the roll up/addition will trigger after currency conversion.
- User will get an option to select Attendees as LEAD along with User and Contact, when user select type as Business/Group Meal while creating an EXPENSE.
User Guide to do mandatory Setup for Allocation Rollup –
User Once created any Custom Objects (e.g. Energy Audit, etc) that need to be mapped with Allocation Rollup and for multiple objects that can be cloned and target object can be changed accordingly.
User should try to put Custom Metadata Types in Quick Find/Search, will get the below screen. Click on Manage Records of Lookup Configuration
Select Allocation Lookup
Click Edit or Clone Based on the Existing or New Custom Objects
Change/Map the Target Field as per the Custom Object
These Mapping need to be done for all custom objects.
In case if you are creating New Custom Object and doing the initial setup, please follow this link https://support.salestrip.com/hc/en-us/articles/360009998299-Configuring-Business-Purpose-for-Custom-Objects